Visual EstiTrack

Assessment & Planning (1-4 weeks):

• Understanding your business processes.

• Defining goals and requirements.

• Customsizing the scope.

System Design & Customization (2-8 weeks):

• Tailoring features to business needs.

• Data migration planning.

Installation & Configuration (1-3 weeks):

• Software setup on your servers or cloud.

• Configuring workflows, user roles, and integration.

Training & Testing (2-4 weeks):

• Staff training sessions.

• User acceptance testing (UAT).

Go-Live & Support (Ongoing):

• Transition to production.

• Post-launch support and adjustments.

Highly customizable to fit manufacturing, distribution, or service business models.

Features that can be tailored include inventory management, order processing, reporting, workflow automation, and interfaces with ERP, CRM, or other systems.

Flexible configuration options for user roles, dashboards, and data fields.

API and integrations available for custom connections.

Many clients can modify workflows without deep coding through configuration tools; advanced customization might involve development resources.

Software License Fee: Usually based on number of users or modules purchased.

Implementation & Setup Fees: These vary significantly depending on scope, often ranging 10,000−10,000−50,000+.

Customization Fees: Additional costs if extensive custom development is needed.

Training Fees: Depending on training depth, extra charges may apply.

Support & Maintenance: Typically billed annually, ranging from 15-22% of the license cost; ongoing support contracts.

Hosting Fees: If cloud-based, monthly hosting costs apply.

Upgrades & Updates: Usually included in support but confirm with the provider.

Training Options:

• On-site or remote training sessions for staff.

• User manuals and online tutorials.

• Webinars and refresher courses.

• Custom training tailored to your workflows.

• Ongoing support during and after implementation.

Support Services:

• Helpdesk assistance via phone, email, or chat.

• Tiered support plans (basic, premium) offering faster response times.

• Dedicated support teams for troubleshooting and guidance.

• Regular check-ins and updates on system usage.

• Access to a knowledge base and community forums.

Data encryption during transfer and at rest.

Role-based access control to restrict user permissions.

Regular security audits and vulnerability assessments.

Compliance with industry standards (e.g., GDPR, ISO, if applicable).

Secure hosting environments, whether cloud or on-premises.

Frequency: Updates are typically released quarterly or biannually, but this can vary

Management: Updates are managed through:

• Automated update processes (for cloud versions)

• Manual updates and patches (for on-premises systems)

• Pre-release testing to minimize disruption

Communication: Users are notified in advance about updates, new features, and changes.

Compatibility: Updates aim to improve security, performance, and functionality, with support for backward compatibility where poss.

Ownership: Typically, clients retain full ownership of their data. Visual EstiTrack acts as a custodian, ensuring data is secure and used only as per the agreement.

Portability: The software generally supports data extraction for migration or backup purposes. Customers can export data in common formats (CSV, Excel, XML). Import/export tools are often included to facilitate data transfer during upgrades or when switching providers.

Flexible Scaling: Visual EstiTrack is designed to accommodate organizational growth or downsizing.

Upgrading: You can add modules or users with adjustments to licensing and costs.

Downgrading: If needed, certain modules or user licenses can be reduced, often with contractual notice.

Support: Any scaling typically involves discussions with the provider to align licensing, support, and implementation considerations.

Length: Contracts commonly range from 1 to 3 years, with renewal options.

Renewal: Usually automatic unless notice is given (typically 30-90 days before expiry).

Cancellation:

• Often requires written notice within a specified period.

• Cancellation policies vary—some contracts may have early termination fees or require payment for the remaining term.

• Data handling post-cancellation involves data export and/or destruction per agreement.

Renewal Terms: Often include options for negotiated renewal conditions, support, and licensing fees.

ISO 27001 (Information Security Management).

SOC 2 (Service Organization Control).

GDPR (General Data Protection Regulation), if applicable internationally.

Industry-specific standards (e.g., FDA for healthcare, if relevant)—depends on deployment.